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Productivity
Last updated:
Jun 8, 2025

Executive summary example: how to write one + free template

Capturing stakeholders’ attention and presenting key information efficiently is a challenge every professional faces when preparing reports, project plans, or proposals. Enter the executive summary. Known as a "stand-alone document" within a larger project or report, a strong executive summary distills the most important points into a concise, engaging format. Whether you’re writing a business plan, proposal, or performance report, an executive summary serves as the gateway to your full document. This guide will walk you through what an executive summary is, its essential elements, and how to write one effectively. By the end, you'll not only have a clear understanding but also a free template to get started immediately.

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Key takeaways

  • An executive summary is a critical component that provides readers with a concise overview of the document, highlighting the most important points to capture attention and encourage further reading.
  • A well-crafted executive summary should include the main purpose of the document, key supporting details, and a summary of conclusions or recommendations, all presented in a clear and engaging manner.
  • Learning how to structure and draft an executive summary efficiently ensures that it achieves its objective of informing and persuading the audience quickly.

What is an executive summary and when to use it

What is an executive summary

An executive summary is a high-level overview of a larger document that provides enough context to help key stakeholders understand the main points without needing to read the entire document.

Common use cases

 •  Business plans
 •  Project proposals
 •  Performance reports
 •  Strategic recommendations

The audience for an executive summary often includes busy executives, decision-makers, or clients who require critical information quickly to decide on next steps.

Purpose of an executive summary

The primary goal of an executive summary is to present actionable recommendations, summarize essential findings, and provide clarity on desired outcomes or decisions.

Key elements of an effective executive summary

Creating a strong executive summary requires careful consideration of structure and content. Here are the key elements to include for maximum impact:

 •  Objective or purpose
Clearly define the purpose of the document (e.g., "This business plan outlines expansion into three new markets").

 •  Summary of key findings
Highlight data, research, or significant insights that support the document’s credibility.

 •  Context or methods (if applicable)
Provide enough context about how the findings were derived (e.g., "based on a six-month market analysis").

 •  Recommendations or proposed actions
State proposed solutions, outlined in clear and actionable language.

 •  Concise closing
Finish with a brief conclusion that reinforces your main key takeaways.

Remember, a well-crafted executive summary focuses on clarity and brevity while keeping the information highly relevant to its audience.

Step-by-step guide to writing an executive summary

Step 1. Know your audience

Before writing, identify your target audience and tailor your language and key details to resonate with their primary concerns.

Step 2. Highlight the main takeaway

Structure the summary to emphasize the most important information upfront. What action do you need your stakeholders to take after reading?

Step 3. Keep it brief and focused

Stick to 1-2 pages. Use bullet points when summarizing important sections for easy skimming.

Step 4. Ditch unnecessary jargon

Complex language can dilute your message. Opt for simpler terms while maintaining professional clarity.

Step 5. Follow the same order as the document

Organize the summary in the same order as the full document. It helps the reader connect the dots effortlessly if they decide to explore further.

Step 6. Make it skimmable and visual

Use headings, subheadings, and concise paragraphs. Adding visuals (like charts or infographics) can also increase engagement.

Example of an executive summary

Project: Green tech expansion proposal

Prepared for: Eco Solution Partners

Objective
This proposal seeks approval to expand into renewable energy equipment markets across Europe. The initiative aims to increase market share by 15% within 18 months.

Key findings
 •  European demand for renewable energy solutions has grown 22% over the last year.
 •  Initial focus on Germany, Norway, and France promises maximum ROI.

Recommendations
 •  Secure partnerships with local distributors in key regions.
 •  Allocate an additional $500,000 in the marketing budget for the rollout.

Outcome
With implementation, this plan can generate $4M in annual revenue starting FY25.

✨ Why does this example work?
 •  It provides a concise overview of the project’s goals and benefits.
 •  Focuses on actionable and relevant insights without overwhelming details.

Free executive summary template

Below is a ready-to-use template for crafting your own executive summary.

[Project/report name] executive summary

Objective
[State the purpose in a single sentence.]

Key points
[Summarize main findings or insights.]
[List critical considerations briefly.]

Proposed actions
[Outline actionable recommendations and next steps.]

Closing statement
[Reinforce key takeaways and desired outcomes.]

Custom tips

 •  For business plans: Highlight financial projections and market opportunities.
 •  For project proposals: Focus on timelines, deliverables, and ROI.

Executive summary template
Click here to download this template

Enhance your summarization

Effective summaries rely on capturing the most important points without losing key details. For professionals juggling multiple projects, tools like MinutesLink provide AI-powered solutions to synthesize and summarize complex discussions and documents.

MinutesLink | AI note-taker for online calls

With features including automatic meeting transcription, actionable recommendations, and stakeholder-friendly summaries, MinutesLink saves time and ensures no detail gets overlooked.

Executive summaries drive decisions

Mastering the art of writing an executive summary can significantly boost your ability to communicate persuasively and save readers time. Whether it’s a business proposal or a strategic analysis, having a strong summary sets the stage for effective decision-making.

Want to simplify your work? Try out our free template and start drafting today!

Frequently Asked Questions

How should an executive summary look?

An executive summary should be clear, concise, and provide a high-level overview of the main points of a document or proposal. It typically includes the purpose, key findings, recommendations, and any critical data, allowing readers to quickly understand the core message without diving into the full content. Aim for brevity while ensuring all essential information is covered.

What should be in executive summary?

An executive summary should provide a concise overview of the main points of a report or proposal. It typically includes the purpose of the document, key findings, recommendations, and any critical information that a reader needs to understand the overall message without reading the entire document. The goal is to give decision-makers a clear and quick understanding of the most important details.

Why is the executive summary important?

The executive summary is important because it provides a concise overview of a larger document or proposal, allowing readers to quickly grasp the key points and objectives. It helps decision-makers save time by highlighting the most critical information, guiding them to understand the purpose and value of the content without having to read the entire document.

What is an example of an executive summary?

An example of an executive summary is a brief overview of a business plan, report, or proposal that highlights the key points. It typically includes the purpose of the document, main findings, conclusions, and recommendations, providing readers with a clear understanding of the content without needing to read the entire document. For instance, in a business proposal, an executive summary would outline the problem being addressed, the proposed solution, the target market, and expected outcomes, all in a concise and compelling manner.

How to write an executive summary with example?

An executive summary is a concise overview of a larger document or report, designed to give readers a quick understanding of the main points without having to read the entire content. To write an effective executive summary, focus on summarizing the purpose, key findings, and recommendations in a clear and concise manner. Start by identifying the main goals of the report, highlighting key data or insights, and ending with actionable conclusions or next steps. Keep it brief, engaging, and tailored to your audience, ensuring it provides enough information for decision-making without delving into excessive detail.

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